The Process

At Bradford Financial Advisors, we understand that each individual’s financial situation is unique. We will take the time to learn what it is that you want out of life - not only for yourself but for your family.

We take this understanding and use it to create a retirement game-plan, specific to you and your values and priorities. We also take care to educate each client about their investments so that they understand not only what they are doing, but why.

Creating a solid strategy for financial health, preservation, and growth begins with having all of your financial information organized, up-to-date, easy to understand and accessible from wherever you are. Our state-of-the-art software provides you with your own personal financial website that gives you immediate access to all of your financial holdings, plans, and documents via the convenience of any computer or smart-phone.

Good financial strategy should reflect the things that are most important to you. Bryan Bradford implements his relationship-based approach to first determine your goals so that he can then put together an individualized strategy to help make your dreams a reality.

Step One:

Bryan takes the time to get to know you by assessing what is most important about your money to you.

Step Two:

He will clearly determine your tangible goals that require planning and money to achieve.


Step Three:

He will help you define your current financial situation.

Step Four:

Bryan will meticulously create a strategy to help take you from where you are today to where you want to be.

Step Five:

The implementation of your retirement game-plan and finally his continued support in helping you make smart financial choices on an ongoing basis.